Fewer calls back to the arrangement room
The questions families ask in weeks three through twelve, who to notify, what to file, when the creditor clock runs out, are answered in order, with the date each one is due.
For funeral homes
Aftercare your families can actually use.
Every family leaves the arrangement room with a folder and your phone number. What most of them do not have is a list of what to do next, which is why they call you in three weeks, when the death certificates arrive and the bank asks for something outside your reach. This is that list, in order, with every deadline counted.
One-time purchase per family · no subscription · nothing for your staff to learn.
Why homes hand it over
You already do the part that matters most. This covers the fourteen months after it, without adding work to your arrangers.
The deadlines are already worked out
Give it the date of death and the date of appointment and the playbook fills in the rest from the Ohio Revised Code and the federal rules. Most aftercare packets stop at “consult an attorney.”
Nothing for your staff to run
No license per director, no training, no integration with your case management. One handoff, and the family is looked after from there.
How the partnership works
Three steps, and the third one is the only one your staff sees.
Step 1
Tell us your volume
How many families you serve a month, and how you would rather hand it over: a code they buy with, or a block you buy to give away.
Step 2
We come back with terms
A per-family rate for your volume, an aftercare card set with your firm's name and address, and a sample matter you can open yourself before you commit to anything.
Step 3
Your arrangers hand it over
At the arrangement, or in the aftercare follow-up. The family sets up their own account and answers their own intake. There is no login for your staff.
What a family gets
Six playbooks for the six situations that follow a death, a diagnosis or a move. A family opens the one that matches, and their own answers build the list.
Executor's Playbook
Settling an estate. Everything an executor has to do after a death, in order: who to notify, which documents to gather, what to file, and the clock running on each one — with the Ohio deadlines already worked out.
Power of Attorney Playbook
Acting for someone living. Acting under a financial power of attorney: the accounts, property, bills and records you are now responsible for, and the point where your authority stops.
Surviving Spouse Playbook
The widow or widower. The same death, a different list and a different person: Social Security survivor benefits, retitling the house and cars, pensions, taxes, and changing the beneficiaries on your own accounts.
Guardianship Playbook
A parent, or an adult child. Becoming guardian of an aging parent or an adult child with disabilities: the probate court process, the annual reporting that comes with it, and the steps agents most often get wrong.
Moving a Parent Playbook
Downsizing, or moving in. Moving a parent into assisted living or in with family: selling the house, the estate sale, changing the address everywhere, and what Medicaid looks back at.
Affairs in Order Playbook
Before it is needed. The before-you-die version, written for the parent themselves: where everything is, who to call, and the passwords — the document your executor will thank you for.
All Six Playbooks Bundle is what most firms give: one purchase covers all six, so the family is not choosing in the hallway.
Two ways to run it
Same product either way: each family gets their own account, their own answers and their own deadlines.
Partner arrangement
Per-family code
You hand the family a code; they buy at the partner rate themselves. Nothing to invoice, nothing to reconcile at month end. Best for firms that want to offer it rather than absorb it.
Partner arrangement
Block purchase
You buy a batch up front and hand it out from the arrangement folder. The per-family rate drops as the block grows. Best for firms that treat aftercare as part of the package.
Retail is $79 for the Executor's Playbook and $280 for all six. Partner rates sit below that and are quoted against your volume; nothing here is a subscription.
Request the partner sheet
Tell us your volume and how you would hand it over. One reply, no sales calls unless you ask for one.